NNVC on Alert: FDA Validation + $6 Price Target + Outperform Rating!

For decades, antibiotics transformed modern medicine. They turned once-deadly bacterial infections into treatable conditions and became one of the greatest breakthroughs in healthcare history.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Read online NanoViricides (NYSE: NNVC)is a Biotech Name to Watch with FDA Milestones, a $6 Analyst Price Target, an Outperform Rating, and a Potentially Game-Changing Antiviral Platform! From Measles and Mpox to Ebola and Future Pandemics,NanoViricides (NYSE: NNVC)is Building a Next-Generation Antiviral Platform Designed to Take on Viruses That Continue to Challenge Global Health Systems! For decades, antibiotics transformed modern medicine. They turned once-deadly bacterial infections into treatable conditions and became one of the greatest breakthroughs in healthcare history. But viruses remain one of medicine’s biggest unsolved challenges. Unlike bacteria, viruses constantly evolve, mutate, and adapt. New outbreaks continue to emerge around the world, from measles resurgences and Ebola outbreaks to future pandemic threats that remain impossible to predict. Vaccines have played a critical role in prevention, but vaccines alone do not treat patients who are already infected. The world still needs what antibiotics did for bacteria, a powerful, scalable, and effective way to fight viral infections. That is the opportunityNanoViricides, Inc. (NYSE: NNVC)is targeting. The company is developing a completely different approach to antiviral medicine through its proprietary nanoviricide technology, a platform designed to act like a viral trap, mimicking the structures viruses recognize on human cells, capturing the virus before it can infect healthy cells, and neutralizing it. Now, with major FDA designations, advancing clinical programs, and analyst coverage projecting significant upside potential,NNVCis emerging as a company investors are watching closely! FDA Delivers Major Validation for NNVC’s Lead Antiviral Candidate NNVC recently announced that the U.S. FDA granted Rare Pediatric Disease Drug Designation (RPDD) for its lead candidate NV-387 as a treatment for Measles. This follows the company previously receiving Orphan Drug Designation (ODD) for the same indication, creating a powerful regulatory combination. The importance of these designations for NNVC goes beyond recognition. The RPDD designation creates a pathway toward a potential Priority Review Voucher (PRV) if NV-387 successfully receives approval for Measles. These vouchers can provide significant value because they may be used by the company to accelerate another drug application or sold to another pharmaceutical company. Recent PRV transactions have reached approximately $195 million, creating a potential strategic asset before commercialization even begins. The FDA’s recognition highlights the importance of developing treatments for diseases where major unmet medical needs remain. For Measles specifically, vaccines remain one of the greatest public health achievements in history. But vaccines do not treat patients who are already infected. A safe and effective antiviral therapy could fill a major gap in infectious disease treatment! Noble Capital Markets Sees Significant Upside Adding momentum to the NNVC story, biotechnology analysts at Noble Capital Markets initiated coverage on the company with an Outperform rating and assigned a $6 price target! The analyst highlighted several key factors behind the bullish outlook: Proprietary nanoviricide technology with a unique mechanism of action. Broad-spectrum antiviral potential across multiple viral families. Large unmet medical needs in targeted indications. Potential government and global health agency demand. Experienced leadership and scientific foundation. Noble assigned NNVC a 4.0 out of 5.0 fundamental rating, placing the company in the firm’s “Above Average” category. The analyst’s valuation model is based on successful advancement of NV-387 through Phase 2 trials in MPox and Ebola, followed by potential emergency-use pathways and commercialization opportunities. The firm estimates a FY2029 EPS of $0.95 and applies a discounted valuation model that supports its $6 per share price target! NNVC’s Technology Stands Out in the Antiviral Space Most antiviral drugs work by attacking specific viral processes, such as replication or viral proteins. The challenge is that viruses mutate rapidly, allowing resistance to develop. NNVC is taking a different approach. Its nanoviricide technology is designed to imitate the host-cell features viruses naturally seek out. Instead of chasing constantly changing viral mutations, the technology attempts to exploit a fundamental requirement viruses need to infect cells. The company describes NV-387 as a virus “decoy” system: The virus recognizes the nanoviricide as if it were a healthy cell. The virus attaches to the drug instead of human tissue. The flexible nanoviricide structure captures and neutralizes the virus. Because many unrelated viruses use similar attachment mechanisms, this approach has the potential to create a broad-spectrum antiviral platform rather than a single-purpose drug. That means one successful platform could potentially address multiple infectious diseases! NV-387 Could Target Some of the World’s Most Pressing Viral Threats NNVC is not building a one-indication company. The company’s lead candidate NV-387 is being developed for multiple potential applications, including: MPox And Smallpox - The company is preparing clinical development focused on diseases where treatment options remain limited and global preparedness remains a priority. Ebola - NanoViricides is advancing NV-387 toward a Phase II clinical trial for Ebola in the Democratic Republic of Congo. One of the most notable aspects is the potential for an oral formulation. During outbreaks in resource-limited regions, infusion-based treatments can be difficult to distribute at scale. An orally available antiviral could offer meaningful logistical advantages. Measles - With FDA Orphan Drug and Rare Pediatric Disease designations secured, Measles represents another important opportunity where no approved antiviral treatment currently exists. A Platform Built for the Next Pandemic Era NNVC is positioning itself at the intersection of biotechnology, public health, and pandemic preparedness. The world learned during COVID-19 that infectious disease threats can emerge quickly and create massive global disruption. Healthcare systems need more than prevention, they need treatments that can be deployed when outbreaks happen. That is where broad-spectrum antiviral platforms could become increasingly valuable. A successful antiviral technology could have applications across: Emerging viral outbreaks Pandemic preparedness Government stockpiling Global health initiatives Rare infectious diseases The Bottom Line NNVChas reached a critical stage in its development. The company now has FDA regulatory momentum, a lead candidate targeting multiple serious viral diseases, and analyst coverage projecting meaningful upside potential! The combination below creates a compelling setup for investors watching the next generation of infectious disease companies: FDA Orphan Drug Designation Rare Pediatric Disease Designation Potential Priority Review Voucher opportunity Advancing MPox and Ebola programs Broad-spectrum antiviral technology Noble Capital Markets’ Outperform rating and $6 price target NanoViricides (NYSE: NNVC) represents a unique approach to one of healthcare’s biggest challenges: finding better ways to fight viruses. As the world continues searching for the next breakthrough antiviral platform,NNVCis positioning itself as a company worth watching closely! This Month's Bonus News Achieve Robust Diversification With These 3 Equal-Weight ETFs Reported by Nathan Reiff. Date Posted: 7/13/2026. Key Points Equal-weight ETFs offer more balanced exposure than traditional market-cap-weighted funds, which can concentrate heavily in a few large companies. RSP, QQEW, and DFVE each apply equal weighting to different indexes, with 2026 year-to-date returns ranging from about 12% to 13%. Investors should weigh trade-offs among these funds, including higher expense ratios and, in some cases, lower assets under management and trading volume. Special Report: 75,000+ Waiting for This Product. Shares Available at $0.79 Until Thursday (From Immersed) Exchange-traded funds (ETFs) remain among the most popular investment vehicles, with inflows in the first half of 2026 reaching a record $1 trillion across the ETF universe. Investors continue to flock to these funds for their built-in diversification, as a single trade can provide access to dozens, hundreds or even more stocks and other securities. However, investors who don't pay attention to an ETF's methodology and weighting structure may inadvertently end up with a less diversified portfolio than they expect. Many ETFs track indexes that weight assets by market capitalization or other factors, which can lead to significant imbalances within a basket. An investor expecting broad exposure to a sector or industry, for instance, may end up with heavy exposure to a handful of names and much less exposure to the rest of the group. This is not necessarily a problem, but it is something many investors fail to consider. One solution for investors seeking greater balance across an ETF's entire basket is to focus on equal-weight funds like those listed below. An Alternative to Traditional S&P 500 Funds A 17-year investing experiment investigated in Dublin (Ad) Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. Watch the full investigation and decide for yourself When most investors think of the S&P 500, they think of the free-float market-cap-weighted index in which the largest companies hold the most sway. However, the Invesco S&P 500 Equal Weight ETF (NYSEARCA: RSP) tracks an equal-weight version of the index comprising the same stocks. This provides more balanced exposure across the entire index, although it can come at the expense of outperformance when the largest companies in the S&P 500 are thriving. As investors might expect, RSP holds just over 500 positions, none of which represents more than about a third of a percent of the overall portfolio. Compare this with a fund like the SPDR S&P 500 ETF Trust (NYSEARCA: SPY), a go-to fund that tracks the S&P 500 Index, in which the largest holdings represent 7% or more. In the case of RSP, the equal-weighting approach has provided more balanced exposure and improved performance so far in 2026. The fund has returned close to 12% year to date (YTD), beating the broader S&P 500 in the process. In exchange, investors must be prepared to pay a bit more: RSP has an annual fee of 0.20%, substantially higher than those of the cheapest broad S&P funds. Equal Weighting for the Nasdaq-100 The First Trust NASDAQ-100 Equal Weighted Index Fund (NASDAQ: QQEW) takes a similar approach to RSP, but focuses on the Nasdaq-100 Index instead of the S&P 500. The Nasdaq-100 weights its collection of major nonfinancial companies using a modified market-cap approach, leading to some positions in Nasdaq-100 ETFs being significantly larger than others. QQEW equalizes its roughly 52 holdings, with each representing no more than about 2.8% of the basket. This can help reduce some of the technology-sector concentration found in traditional Nasdaq-100 funds. However, because of the smaller number of positions overall and the importance of technology stocks to the broader Nasdaq-100 Index, equal weighting does not completely eliminate a bias toward the sector. This fund has returned nearly 12% YTD and carries a higher expense ratio of 0.55%. It also has relatively modest assets under management (AUM) and trading volume, making it perhaps more appropriate for less-active, buy-and-hold investors than for those seeking regular liquidity. A Take on the Fortune 500 List With Equal Weighting Yet another approach to equal weighting can be found with the Doubleline Fortune 500 Equal Weight ETF (NYSEARCA: DFVE), an ETF dedicated to an equal-weight version of the Fortune 500 list. The Fortune 500 ranks the largest companies in the United States by revenue rather than market capitalization, so it can diverge significantly from the S&P 500. DFVE holds around 467 positions, mostly large- and mid-cap stocks, with the largest position accounting for only about 0.39% of the total portfolio. So far this year, it has returned just under 13% YTD, and the fund's expense ratio is on par with RSP at 0.20%. One caveat for potential investors is that DFVE has substantially lower AUM and average trading volume than the other funds on this list, suggesting that liquidity may be more of an issue. Still, for long-term investors seeking an alternative to the S&P 500 with equal weighting, DFVE may be worth considering. This message is a paid advertisement for Nanoviricides (NNVC) from Equiscreen and Interactive Offers. MarketBeat Media, LLC receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $14,000. Other than the compensation received for this advertisement sent to subscribers, MarketBeat and its principals are not affiliated with either Equiscreen or Interactive Offers. MarketBeat and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither MarketBeat nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from MarketBeat to buy or sell any security. MarketBeat has not evaluated the accuracy of any claims made in this advertisement. MarketBeat recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding Nanoviricides (NNVC) on Interactive Offers' website for additional information about the relationship between Interactive Offers and Nanoviricides (NNVC). .     Update your email preferences or unsubscribe here © 2026 American Market News 345 N Reid Place #620 Sioux Falls, SD 57103, United States Terms of Service

DRAM Right That’s Expensive

Plus: Rocket Lab scores its biggest ever contract in an escalating space race. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 28, 2026

PRESENTED BY STRIPE

Good morning. Steve Eisman, the famed Big Short investor who profited handsomely from the 2000s housing market bubble, sold his stake in Google-owner Alphabet “a couple of months ago.” Eisman told CNBC he “wanted to reduce my exposure to AI” and warned markets are in store for “a big correction” if massive spending on artificial intelligence infrastructure doesn’t produce commensurate returns. Shares in Alphabet fell more than 7% last week after the company hiked its 2026 capital expenditures forecast to $195 billion to $205 billion, up from $180 billion to $190 billion, spooking investors worried about long-term payoffs. Microsoft, Meta and Amazon will report over the next two days, offering investors a wider update of Big Tech’s spending plans. Asked what would happen if a major hyperscaler cuts capex, Eisman replied: “I think the market would go straight down.” He noted he would not personally short the market, and is holding cash “until I can try and figure out what to do.” Our suggestion: Just chill at the beach with your Big Short millions while the rest of us sweat it out. MARKETS S&P 500 7,413.18 ▲+0.02% DJI 52,210.08 ▲+0.51% MU $900.20 ▼-2.25% *Stock data as of market close on July 27, 2026. SEMICONDUCTORS China’s Making Memory with its New Biggest Company China’s most valuable publicly listed company isn’t Alibaba or Foxconn or, as of yesterday, not even Tencent. Instead, it’s a stock market newcomer everyone is furiously Googling to find out more about. Changxin Technology Group, or CXMT for short, soared 466% in its debut yesterday on Shanghai’s STAR Market. The company raised $8.6 billion in its IPO and its market cap surged above Tencent, an internet company known for mobile games including “Honor of Kings.” CXMT plans to put the fresh capital to work ramping up production of its specialty: DRAM chips. Not So Random Dynamic Random Access Memory (DRAM) is in high demand. AI taps loads of DRAM, and the AI boom has created a supply crunch for the DRAM chips that data centers (and phones and computers) rely on. Tech makers including Apple, Google and Nintendo have raised prices on their devices to account for the memory crunch. Gartner expects the combined price of DRAM and SSD (solid-state drive) to jump 130% by the end of this year, lifting PC prices 17% and smartphone prices 13%. DRAM is dominated by three players, which together control about 90% of the global market: Samsung and SK Hynix, both hailing from South Korea, and the US’s own Micron. SK Hynix less than three weeks ago demonstrated investors’ demand for memory-chip stocks, when its blockbuster US IPO became the largest-ever by a non-US company. But there could be room for a new player: CXMT’s revenue jumped from less than $1 billion in the first quarter of last year to more than $7 billion the same time a year later. The company’s market share is on a path to grow from 9% this year to 12% next year, SemiAnalysis predicted. Also, Apple is said to have asked the White House for permission to use CXMT’s chips, an exception that could speed up its market takeover. A barrier for CXMT is that it’s on the Pentagon’s blacklist as a national security threat. Micron, which has a clear stake in the game, has contended that letting in Chinese DRAM would hurt the domestic market. But tech companies are seeking out cheaper sources of the highly-constricted memory because until they find some, prices will be passed down to US consumers. Home and Away Game: CXMT has struggled to overcome US export controls when it comes to competing in the global market. Back home in China meanwhile, another chipmaker is hot on CXMT’s tail: Yangtze Memory Technologies, or YMTC. The company is hatching its own plan to go public and is reportedly targeting a 1 trillion yuan (about $148 billion) valuation. Both of the Chinese memory-makers, dubbed the “twin stars” of memory in their home country, are rapidly expanding capacity. Written by Jamie Wilde   PRESENTED BY STRIPE Churn Is Rising. See How Peers Are Handling It For most subscription businesses, churn is a persistent drag on revenue. Failed payments (expired cards, declined retries) represent a significant revenue loss. Forty-four percent of surveyed businesses reported rising voluntary churn, though benchmarks vary more sharply by vertical than most businesses expect. Stripe has recovered more than $8.2 billion for subscription businesses through automated revenue recovery tools. Stripe’s guide brings together industry benchmarks and the approaches that businesses with the lowest churn rates have in common. See where yours stands. Get the guide. INDUSTRIALS SpaceX Rival Rocket Lab Scores Record Contract in as Space Race Engines Roar Photo via The Rocket Lab/ZUMA Press/Newscom In the wake of SpaceX’s blockbuster IPO, many investors are wishing upon a Starlink. On Monday, however, it was a competitor in the space race that had markets proclaiming “Jumping Jupiter.” Space company Rocket Lab announced it won the biggest launch contract in its history, a $266 million pact with the US Space Force to provide launch services and spacecraft for missile defense missions. Shares rose 4.7%, while SpaceX fell 1.3%. The Gravity of the Situation An orbital launch services provider that designs, builds and operates its own space systems, Rocket Lab is seen by many as the closest direct competitor to SpaceX’s rockets and launch business. It’s also in the process of acquiring mobile satellite firm Iridium Communications, which could transform it into a direct competitor of SpaceX’s Starlink internet service. For this reason, Rocket Lab’s stock is heavily influenced by the gravitational pull of its much, much larger competitor (its $40 billion market capitalization a Titan to SpaceX’s $1.5 trillion Saturn). In advance of SpaceX’s June IPO, investor excitement around the space sector lifted Rocket Lab shares to a $150 peak on May 27. They have since fallen more than 55%, dragged down by the volatility that’s followed SpaceX’s instant megacap debut. Score one for Isaac Newton and the law of gravity. Shareholders will hope that Monday’s announcement marks the start of a spin on Newton’s third law of motion, ensuring that, for every dip, there is an equal and opposite rally, one that could propel Rocket Lab away from SpaceX’s gravitational field: The $266 million Space Force deal covers at least 12 suborbital launches, with the first set for later this year, and leaves the door open to a half dozen more. Crucially, it firmly entrenches the company’s place in the lucrative government contracting space: its $2.2 billion order backlog as of the end of the first quarter had already doubled year-over-year, mostly thanks to public sector deals. “The size and scale of this contract reflects the Space Force’s confidence in our ability to meet their urgent national security demands with speed, responsiveness, and scale, and we’re proud to provide the high-frequency launch capacity required to keep the U.S. ahead of global threats,” CEO Peter Beck said in a statement. In the three months ending in March, Rocket Lab reached $200 million in quarterly revenue for the first time, representing a 64% year-over-year increase. Its $45 million loss was an improvement from the $60 million loss a year earlier. Stock Symbolism: Rocket Lab said most of the launches under the new Space Force contract will take place at the Pacific Spaceport Complex, a state-owned site on Alaska’s Kodiak Island, which is famous for its humongous brown bears. Shareholders, on the other hand, will no doubt bank on the local Bison bulls as the totem for their investment. Written by Sean Craig   PRESENTED BY SEEKING ALPHA Put a Wall Street Quant Behind Your Portfolio Photo via Seeking Alpha Picking stocks well takes time, and no one has hours to comb thousands of tickers. Alpha Picks does the digging for you: a quant system from an ex-Morgan Stanley desk head combs the market and hands you two buy-and-hold ideas a month. Since 2022, it’s returned +365% against the S&P’s +95%. Get the picks.** MEDIA & ENTERTAINMENT YouTube’s Peacock Partnership is a Streaming Bundle Breakthrough Photo via Matthew Pearce/Icon Sportswire 169/Matthew Pearce/Icon Sportswire/Newscom The Streaming Wars are over. The Platform Wars have just begun. In an opening shot, Google announced a multi-year deal on Monday that will make all of NBCUniversal’s Peacock content, from “Love Island USA” to “The Office” to the NBA and NFL, available for US YouTube Premium subscribers starting next year. While bundles are hardly new in the streaming era (Disney+ and HBO Max can be packaged at a discounted rate, for example), the deal does offer a genuine innovation in the modern media landscape. Content Without Borders Unlike other bundles, the deal announced Monday will make all of Peacock’s content available directly in YouTube, for Premium subscribers. That means Premium users (who pay $15.99 a month for an ad-free YouTube experience, in addition to other perks) can click from a MrBeast video straight to Sunday Night Football. Gone are the days of exiting one app and opening another, a step made all the more tedious when using a TV remote. Zoom out, and the deal shows how the relative losers of the Streaming Wars are retooling as new age content distributors. Earlier this month, a Wells Fargo note suggested Disney’s share price could gain 40% if it ditched its proprietary streaming services to become a full-time licensor, arguing it cannot achieve the economics to compete in the streaming landscape. It’s a suggestion that Comcast’s soon-to-be-spun-off NBCUniversal, with its measly 48 million Peacock subscribers, appears to be taking to heart. It also beats the nauseating and expensive process of a merger or acquisition, as Paramount head honcho David Ellison now knows all too well. For YouTube, the partnership is the latest and greatest attempt to trounce Netflix as both seek to become all-in-one entertainment platforms: By subscriber count, YouTube Premium almost certainly trails Netflix; Google last reported Premium’s subscriber figure at 125 million in March of last year, while Netflix has 325 million. But by engagement, YouTube consistently outranks Netflix in total US TV time, according to Nielsen. Netflix executives had discussed a similar deal for an in-app bundling of Peacock, according to a Wall Street Journal report earlier this month, but now YouTube has beaten them to the punch (though neither YouTube nor NBCUniversal claimed any exclusivity in the deal on Monday, so it’s possible a similar deal with Netflix is on the table). The streamer has recently lured high-profile video podcasts off of YouTube in a bid to shore up TV time. A Universal Theory of Football: But podcasts are one thing, and NFL broadcasts, the crown jewel of US media, are another. “It’s almost like an asset-light way of licensing these games,” Third Bridge sector analyst John Conca told The Daily Upside, adding that the bundle makes YouTube “the front door” for cable-cutting sports fans. “I think if you’re a Netflix, you have to find a way to counter,” he added. Written by Brian Boyle   Extra Upside Career Rebrand: Julie Masino, the Cracker Barrel CEO who abandoned a company-wide rebranding effort last year after public backlash, will step down next month, the company said. Another Round: Crude oil prices fell Monday after US and Iranian officials indicated they paused attacks to allow diplomatic talks to proceed. Subscription Churn is Rising, and Much of it is Recoverable. Nearly half of subscription businesses are seeing churn rise. Stripe’s guide breaks down benchmarks by industry (SaaS, media, retail, and more) and shows how businesses recovered $8.2 billion through automated tools. See where your numbers stand.* *Partner   Just for Fun Fright at the ballpark. The song does not remain the same.   Disclaimer **Performance calculated from day of launch July 1, 2022, until July 20, 2026. Past performance is no guarantee of future results.

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